LCM

Liberty Capital Management Portfolio holdings

AUM $531M
1-Year Est. Return 13.88%
This Quarter Est. Return
1 Year Est. Return
+13.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$406M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$932K
2
+$372K
3
+$339K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$304K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$259K

Top Sells

1
+$1.35M
2
+$1.1M
3
+$853K
4
NVDA icon
NVIDIA
NVDA
+$754K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$558K

Sector Composition

1 Technology 20.95%
2 Healthcare 11.32%
3 Consumer Discretionary 9.32%
4 Financials 9.3%
5 Industrials 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.26M 0.31%
20,964
77
$1.21M 0.3%
18,804
+1,194
78
$1.16M 0.29%
14,000
-3,062
79
$1.15M 0.28%
4,950
+118
80
$1.05M 0.26%
41,025
+6,699
81
$980K 0.24%
23,459
-6,638
82
$977K 0.24%
3,837
83
$928K 0.23%
22,110
-1,102
84
$902K 0.22%
39,230
-5,196
85
$890K 0.22%
7,359
86
$888K 0.22%
12,260
87
$883K 0.22%
2,548
+377
88
$882K 0.22%
5,574
-162
89
$836K 0.21%
6,836
-31
90
$825K 0.2%
16,529
-825
91
$743K 0.18%
8,856
92
$743K 0.18%
10,200
93
$664K 0.16%
1,665
+850
94
$642K 0.16%
9,962
-1,348
95
$639K 0.16%
23,495
-3,965
96
$639K 0.16%
14,457
97
$638K 0.16%
5,626
-337
98
$614K 0.15%
3,784
-59
99
$601K 0.15%
1,440
-167
100
$601K 0.15%
5,140
-174
2 3
4
5 6